Pay Application Log

RoundhousePM includes modules for you to upload and track the approval of Pay Applications.

The Main Screen

Create a new Change Order document

Each document contains three sections:

• Contractor Input
• 3rd Party Review
• Architect Review
  

Contractor Input

1. Roundhouse automatically creates a Pay Application number.
2. Enter a brief description of the subject of this Pay Application.
3. Enter the date submitted for review.
4. Enter how this document will be sent for review. (e.g. RoundhousePM, courier, hand, etc.)
5. Enter a return by date for the Pay Application approval.
6. Enter the name of the person to review this Pay Application.
7. Enter the total amount of money requested in the Pay Application.
8. Attach a PDF document of the official Pay Application paperwork, including the cover and any supporting documentation.
9. If hard copies were included, enter a description of the documents provided.
10. Select the name of the person submitting this Pay Application.
11. If desired, create an announcement and send an email notification. For more information about Announcements and Notifications when creating a record, click here.
12. Save the record.

3rd Party Review

Many Pay Applications require the review of consultants or construction managers. If applicable, they would provide their input in this section.

1. Select the date you received the Pay Application.
2. Enter any comments about the documents received. Typically this field is left empty unless you received hard copies and some information was missing or incomplete.
3. Enter the amount of money approved.
4. Upload an attachment with your comments. This could be a scan of a handwritten note, a memo, or a markup of a PDF document.
5. Select an action for your review. (e.g., Reviewed, Not Reviewed, Exceptions Noted, Revise and Resubmit, Rejected)
6. Select the name of the person who reviewed this Pay Application.
7. Select the date this review was completed and returned to the architect for review.
8. If this review contained hard copies, enter the way the documents were delivered.
9. If desired, create an announcement and send an email notification. For more information about Announcements and Notifications when creating a record, click here.
10. Save the record.

Architects Review

1. Select the date you received the Pay Application.
2. Enter any comments about the documents received. Typically this field is left empty unless you received hard copies and some information was missing or incomplete.
3. Enter the amount of money approved.
4. Upload an attachment with your comments. This could be a scan of a handwritten note, a memo, or a markup of a PDF document.
5. Select an action for your review. (e.g., Reviewed, Not Reviewed, Exceptions Noted, Revise and Resubmit, Rejected)
6. Select the name of the person who reviewed this Pay Application.
7. Select the date this review was completed and returned to the contractor.
8. If this review contained hard copies, enter the way the documents were delivered.
9. If the review is complete, change the value of the Review Complete from No to Yes.
10. If desired, create an announcement and send an email notification. For more information about Announcements and Notifications when creating a record, click here.
11. Save the record.

*When the review of a Pay Application is complete, make sure to change the value of the Complete radio button to Yes. If you do not, the record is considered Open and the clock continues to tick.p(banner tip). p(banner tip).

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